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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,049 | $78,013-49.9% | $178,449-78.1% | $80,911-51.7% |
| Participation rate | 56.4% | 65.7%-9.3pp | 77.1%-20.7pp | 67.6%-11.2pp |
| Annual return | 17.33% | 18.07%-0.7pp | 27.09%-9.8pp | 35.63%-18.3pp |
| Employer contribution / active EE | $1,435 | $2,287-37.2% | $3,951-63.7% | $2,756-47.9% |
| Participant deferral / active EE | $3,560 | $4,408-19.2% | $6,277-43.3% | $4,297-17.2% |
| Admin fee / account holder | $2,917 | $7,166-59.3% | $10,362-71.8% | $6,935-57.9% |